21st GiESCO International Meeting: ‘A Multidisciplinary Vision towards Sustainable Viticulture’
THE MYTH OF THE UNIVERSAL ROOTSTOCK REVISITED: ASSESSMENT OF THE
IMPORTANCE OF INTERACTIONS BETWEEN SCION AND ROOTSTOCK
1
1
2
Peter CLINGELEFFER , Norma MORALES , Hilary DAVIS and Harley SMITH 1 CSIRO Agriculture and Food, Locked Bag 2, Glen Osmond SA, 5064, Australia. 2 CSIRO Agriculture and Food, PO Box 447, Irymple Vic, 3498, Australia. 1 *Corresponding author: peter.clingeleffer@csiro.au
Abstract: Aim‐ Rootstocks provide protection against soil borne pests and are a powerful tool to manipulate growth, fruit composition and wine quality attributes. The present study aimed to assess the consistency of rootstock effects on growth and fruit composition of scion varieties and identify scion x rootstock interactions. Methods and Results‐ Vine performance and fruit composition of hot climate, drip irrigated, spur pruned Chardonnay, Cabernet Sauvignon and Shiraz grafted on 7 rootstocks was assessed over 5 seasons, 2013‐2017. Rootstocks included Ramsey, 1103 Paulsen and 140 Ruggeri and 4 promising selections from the CSIRO rootstock development program. Vines were trained as quadrilateral cordons on a 1.8 m high 2‐wire vertical trellis with a 3.0 m x 1.8 m, row x vine spacing and irrigated with 5.5 – 6.0 Ml/ha of water each season. The study was conducted with mature vines established in 2006, as a randomized block design with 5 replicates. There were significant effects of both variety and rootstock on yield, bunch number, bunch weight, berry weight (scion only), berries per bunch, pruning weight and the Ravaz Index (yield/pruning weight). Despite identical management practices, there were large differences between scion varieties in key growth characteristics across rootstocks. Chardonnay produced a high yield (mean 25.2 kg/vine) with low pruning weight (2.3 kg/vine) and a high mean Ravaz Index value of 12.1. Shiraz had the highest yield (27.4 kg/vine) with high pruning weight (5.1 kg/vine) and a Ravaz index of 6.3. Cabernet Sauvignon had the lowest yield (15.9 kg/vine) and highest pruning weight (6.6 kg/vine) and a very low Ravaz Index value of 3.0. Effects of rootstock on growth characteristics were smaller than the effects of variety, with mean yields ranging from 19.5 to 25.9 kg/vine, pruning weights ranging from 3.24 to 6.13 kg/vine and mean Ravaz Index values ranging from 5.54 to 8.63. Each variety was harvested when mean total o soluble solids reached 25.0 Brix. There were significant effects of variety and rootstock on fruit composition including pH, titratable acidity (scion only), malate, tartrate (scion only), yeast assimilable nitrogen (YAN) and for the red varieties, total anthocyanins (scion only) and phenolic substances (scion only). Significant interactions between scion variety and rootstocks were found for yield, bunch number, berry weight, pruning weight and Ravaz index. The effect of rootstock on bunch weight and berries per bunch was consistent across scions. Significant scion x rootstock interactions were also found for pH and YAN. For each variety, significant effects of rootstock on fruit composition were linked to growth characteristics. However, these relationships, based on correlation analyses, varied for each scion. Conclusions‐ The study has shown that growth characteristics and fruit composition of the major varieties was not consistent across 7 rootstock genotypes, as significant scion x rootstock interactions were determined. Hence, different rootstocks may be required for each variety to optimise scion performance and fruit composition. The study has also shown that the new CSIRO rootstock selections, covering a range of vigour classifications, may be useful alternatives to those currently in use by industry. Significance and impact of the study‐ The study has shown that the performance of scion varieties and to a lesser degree fruit composition, is dependent on rootstock choice. The inherent vigour of the scion variety must be considered in rootstock selection. Furthermore, individual scion/rootstock combinations may require specific irrigation, pruning or canopy management to achieve vine balance and optimise fruit and wine composition.
Keywords: Grapevine, Scion, Variety, Rootstock, Growth, Composition, Interactions
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1.Introduction
Rootstocks were first widely used in viticulture in the 1800’s to address the phylloxera outbreak
occurring at that time in Europe and in California. Phylloxera resistant rootstocks, involving various
combinations of Vitis species from northern America, the source of phylloxera, were developed to
provide protection against the aggressive pest. In modern viticulture, rootstocks are now used to
address a broad spectrum of production issues. For example, in Australia major drivers for rootstock
adoption are tolerance of soil borne pests such as phylloxera and root‐knot nematodes, appropriate
vigour conferred to scions, enhanced fruit quality traits, in particular reduced potassium uptake to
reduce grape juice pH and acid adjustment during winemaking, tolerance of abiotic stresses including
drought and salinity, and sustainability involving improved productivity and enhanced water use
efficiency (Walker and Clingeleffer 2009). It is unlikely that a single rootstock cultivar can be developed
that is suited to all environments with the range of adaptive traits to address these issues. Indeed,
Morton (1979) considered that the development of a ‘universal rootstock’ was a ‘myth’ because
different rootstocks would be required to meet the challenges of different growing conditions and that
varying combinations of different Vitis species would be required to breed rootstocks for varying soil
characteristics, including resistance to lime induced chlorosis, suitability for wet or dry conditions, heavy
clay and acid soils.
Morton (1979), citing the studies of Bioletti et al. (1921) and Husmann et al. (1939), suggested that
different scion varieties may require different rootstocks to optimize performance. Rives (1971)
analysed growth and yield data from a number of rootstock trials with different scions. In all cases
Rives (1971) was able to demonstrate significant scion x rootstock interactions (i.e. non additive effects)
and concluded rootstocks could be selected to modulate overall vine vigour and growth of different
scions. In contrast, Ferree et al. (1996), did not find scion x rootstock interactions for cluster and fruit
quality data in studies involving White Riesling and Cabernet Franc. Despite the issues raised above, the
number of studies which adequately address issues involving rootstock x environment interactions or
scion x rootstock interactions are very sparse or limited to a small number of rootstocks, for example
(Habran et al. 2016; Ough et al. 1969; Wooldridge et al. 2010). Walker et al. (2010) showed that the
performance of 8 common rootstocks grafted with either Chardonnay or Shiraz, across 4 Australian
regions with varying climatic conditions, soil characteristics, irrigation practices and salinity of irrigation
water was not consistent with respect to yield, pruning weight (conferred vigour) and chloride and
sodium concentrations in leaves and grape juice, an indication of the importance of genotype (rootstock
and scion) x environment interactions and scion x rootstock interactions. Such interactions are poorly
understood, not only in regard to growth and productivity but also in respect to fruit composition and
final wine quality. Gautier et al. (2018), propose various mechanisms by which the scion x rootstock
interaction may influence phenotype, including capture and transport of soil resources (water and
nutrients) and root to shoot or shoot to root signalling involving metabolites, hormones, peptides and
micro RNA’s.
The present study, undertaken in a hot irrigated vineyard, aimed to assess the consistency of rootstock
effects on growth and fruit composition of major scion varieties grown in Australia (Chardonnay,
Cabernet Sauvignon and Shiraz). It included the common use commercial rootstocks (Ramsey, 1103
Paulsen and 140 Ruggeri) and 4 promising rootstock selections from the CSIRO breeding program
(Clingeleffer et al. 2011; Clingeleffer et al. 2017).
2.Materials and Methods
Rootstock evaluation was undertaken over 5 seasons (2012/13 to 2016/18) in a replant situation with
well‐established grafted vines in a hot irrigated vineyard located near Mildura, Victoria, Australia. The
grafted vines, produced by chip budding of potted rootstock vines in a shade house, were planted in a
sandy loam soil in spring 2005. The vines, trained on a 2‐wire vertical trellis as a quadri‐lateral cordon
system with wires at 1.3 m and 1.7 m were hand spur‐pruned, until conversion to simulate light
mechanical hedging (Clingeleffer 2013), typical of that used in the region in winter 2015. A 3.0 m x 1.8
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m, row x vine spacing was utilised. First crops were produced in 2009. The vines were drip irrigated
with approximately 5.5‐6.0 ML/ha of water each season.
When established, the trial included 3 commercial rootstocks (1103 Paulsen, 140 Ruggeri, and Ramsey),
and 26 new rootstock genotypes from the CSIRO breeding program grafted with three scion varieties,
Chardonnay (clone I10V5), Cabernet Sauvignon (clone 22‐4) and Shiraz (clone PT23). The trial was a fully
randomized replicated block design with single vine plots with 5 replicates. The new rootstock
genotypes had been selected for low potassium uptake of ungrafted vines, high rate of root strike and
grafting success, and moderate to high vigour of ungrafted vines. In this study, attention was focussed
on 4 of the 26 rootstock genotypes, selected for their performance and resistance to root knot
nematode (Smith et al. 2016) and phylloxera (Korosi et al. 2007) using rapid screening techniques. The
new rootstock genotypes were C112 and C113 (V. champinii x V. cinerea), C114 (V. champinii x V.
berlandieri) and C20 (V. champinii x (V. rupestris x V. riparia)).
Each season prior to harvest, a total of 100 berries were collected from each vine by sampling 5 berries
th
from each of 5 bunches selected randomly from each of the cordons. Sampling dates ranged from 27
th
th
th
th
January to 10 February for Chardonnay; 15 February to 10 March for Cabernet Sauvignon and 4
th
February to 10 March for Shiraz. The berry samples were used to determine berry weight, fruit
maturity and retained by freezing for fruit composition analyses. At harvest, yield and bunch number
per vine were recorded for each vine. This allowed all yield components to be calculated including
bunch weight and berries per bunch ignoring the rachis weight. Pruning weight was collected in winter
and used to calculate the Ravaz Index (yield/ pruning weight, Ravaz 1903) as a measure of vine balance.
Analysis of fruit composition included juice total soluble sugars (TSS) determined by refractometer, pH
and titratable acidity by titration (Metrohm Auto‐titrator) and organic acids (malate and tartrate) and
yeast assimilable nitrogen (YAN) by FTIR (Oenphos) and total berry anthocyanin and phenolic substances
using spectrophotometry (Thermo Scientific).
The data was subjected to analysis of variance using Systat statistical package v5, removing effects of
Block and Season (data not shown). For each scion variety, correlation analyses were conducted using
rootstock means generated across seasons to identify key factors contributing to rootstock effects on
crop development and fruit composition.
3.Results
A. Yield and its components, pruning weight and Ravaz Index
There were highly significant effects of scion, rootstock and the scion x rootstock interaction on mean
yield over the 5 seasons (Table 1). The yield results show that Chardonnay and Shiraz had similar yields
whereas the yield of Cabernet Sauvignon was 40% lower, despite consistent management. Over all
scions, there was a 25% difference in yield attributed to rootstock with Ramsey, C113 and C114
producing the highest yield and 140 Ruggeri, C112 and C20 the lowest yield. The main effects of the
highly significant scion x rootstock interaction were associated with the low yield of Cabernet Sauvignon
grafted on 1103 Paulsen, 140 Ruggeri and C112 compared to their performance when grafted with
Chardonnay and the high yield of C114 when grafted with Cabernet Sauvignon and Shiraz, compared to
Chardonnay.
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Table 1. Mean yield per vine of 3 scion varieties (Chardonnay, Cabernet Sauvignon and Shiraz) grafted
on 4 CSIRO rootstock selections and 3 standard rootstocks over 5 seasons (2013‐17). Means followed
by the same letter are not significantly different (p = 0.05). LSD values for the highly significant
(p<0.001) scion, rootstock and the scion x rootstock interaction were 1.9, 3.1 and 5.4 respectively.
Rootstock
Chardonnay
Cabernet
Shiraz
mean
Ramsey
25.8a
29.3
18.0
29.9
1103 Paulsen
12.9
22.4
21.6b
29.5
140 Ruggeri
25.0
11.8
25.8
20.8b
C112
22.9
10.3
25.3
19.5b
C113
23.4
23.5ab
28.4
18.7
C114
25.7
25.9a
18.4
33.5
C20
19.0
24.2
20.3b
17.7
Mean
25.2b
15.9c
27.4a
The highest and lowest mean values are shown in bold and italics respectively for each scion rootstock
combination and overall rootstock response to facilitate interpretation of the scion x rootstock
interactions.
There were highly significant effects of scion, rootstock and the scion x rootstock interaction on mean
bunch number over the 5 seasons (Table 2). Chardonnay and Shiraz had similar bunch numbers whereas
Cabernet Sauvignon had 20% fewer bunches. Over all scions there was a 26% difference in bunch
number attributed to rootstock with Ramsey, C113 and C114 having the most bunches and 1103
Paulsen, 140 Ruggeri, C112 and C20 the lowest number of bunches. The main effects of the highly
significant scion x rootstock interaction were associated with the low bunch number of Cabernet
Sauvignon grafted on 1103 Paulsen, 140 Ruggeri and C112, particularly when compared to Chardonnay.
Table 2. Mean bunch number per vine of 3 scion varieties (Chardonnay, Cabernet Sauvignon and
Shiraz) grafted on 4 CSIRO rootstock selections and 3 standard rootstocks over 5 seasons (2013‐17).
Means followed by the same letter are not significantly different (p = 0.05). LSD values for the highly
significant scion, rootstock and the scion x rootstock interaction were 20, 32 and 55 respectively.
Rootstock
Chardonnay
Cabernet
Shiraz
mean
Ramsey
277
273a
309
235
1103 Paulsen
285
175
208
222bc
140 Ruggeri
254
176
264
231b
C112
245
158
242
215bc
C113
240
263ab
302
246
C114
251
231
265ab
313
C20
179
221
207
202c
Mean
255a
209b
264a
The highest and lowest mean values are shown in bold and italics respectively for each scion rootstock
combination and overall rootstock response to facilitate interpretation of the scion x rootstock
interactions.
There was highly significant effects of scion and significant scion x rootstock interactions for bunch
weight and berry weight, but the rootstock effects were not significant. Mean bunch weights of
Chardonnay (103.5 g) and Shiraz (108.3 g) were similar and 20% larger than Cabernet Sauvignon (73.3
g). Shiraz had the largest berries (1.37 g), followed by Chardonnay (1.21 g) and Cabernet Sauvignon had
the smallest berries (1.03 g). There was a highly significant effect of scion (p<0.001) and rootstock effect
(p<0.05) on mean berries per bunch but the scion x rootstock effect was not significant. Chardonnay
(86.6) and Shiraz (83.3) had a similar number of berries per bunch whereas Cabernet Sauvignon (71.3)
had 20% fewer berries per bunch. Over all scions there was an 18% difference in berries per bunch
attributed to rootstock with C20 (88.2) having the most berries, followed by 1103 Paulsen (81.3), C114
(81.0 g), Ramsey (79.5) and C113 (78.1), 140 Ruggeri (76.4) while C112 (73.0) had the fewest berries per
bunch.
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There were highly significant effects of scion and rootstock and a significant scion x rootstock interaction
on mean pruning weight over the 5 seasons (Table 3). There was a 3‐fold difference in inherent vigour
between the scions, with Cabernet Sauvignon vines having highest pruning weight and Chardonnay
lowest pruning weight. Over all scions there was a 2‐fold difference in pruning weight attributed to
rootstock with Ramsey, C112, C113 and C114 conferring the highest and 140 Ruggeri and C20 the
lowest vigour respectively. The main effects of the highly significant scion x rootstock interaction were
associated with the low pruning weight of Cabernet Sauvignon and Shiraz grafted on 140 Ruggeri and
the high pruning weight of Shiraz grafted on C114.
Table 3. Mean pruning weight (kg/vine) of 3 scion varieties (Chardonnay, Cabernet Sauvignon and Shiraz)
grafted on 4 CSIRO rootstock selections and 3 standard rootstocks over 5 seasons (2013-17). Means followed
by the same letter are not significantly different (p = 0.05). LSD values for the highly significant (p<0.001) scion
and rootstock effects and the significant (p<0.01) scion x rootstock interaction were 0.40, 0.64 and 1.12
respectively.
Rootstock
Chardonnay
Cabernet
Shiraz
mean
Ramsey
2.57
5.44
5.49ab
8.42
1103 Paulsen
2.53
7.08
4.58
4.73b
140 Ruggeri
2.21
5.30
3.63
3.73c
C112
2.32
5.44ab
7.94
6.08
C113
4.99
5.17ab
2.88
7.63
C114
2.77
7.12
6.13a
8.48
C20
1.48
4.35
3.87
3.24c
Mean
2.27c
6.57a
5.12b
The highest and lowest mean values are shown in bold and italics respectively for each scion rootstock
combination and overall rootstock response to facilitate interpretation of the scion x rootstock
interactions.
There were highly significant effects of scion and rootstock and a significant scion x rootstock interaction
on the Ravaz Index over the 5 seasons (Table 4). There was a 5‐fold difference in Ravaz Index between
the scions with Chardonnay having the highest and Cabernet Sauvignon the lowest value. Over all scions
there was a 2‐fold difference in Ravaz Index attributed to rootstock with C20 having the highest values
and C112, C113, and C114 the lowest values. The main effects of the weak but significant scion x
rootstock interaction were associated with the low value of Cabernet Sauvignon and to a lesser extent
Shiraz, grafted on 1103 Paulsen and C112 compared to Chardonnay.
Table 4. Mean Ravaz index (yield/pruning weight) of 3 scion varieties (Chardonnay, Cabernet Sauvignon and
Shiraz) grafted on 4 CSIRO rootstock selections and 3 standard rootstocks over 5 seasons (2013‐17). Means
followed by the same letter are not significantly different (p = 0.05). LSD values for the highly significant
(p<0.001) scion and rootstock effects and the significant (p<0.05) scion x rootstock interaction were 0.70, 1.12
and 1.97 respectively.
Rootstock
Chardonnay
Cabernet
Shiraz
mean
Ramsey
11.81
2.44
5.69
6.65cd
1103 Paulsen
12.36
1.95
5.20
6.50cd
140 Ruggeri
12.16
3.22
7.89b
8.31
C112
11.15
1.47
4.61
5.75d
C113
9.85
2.51
5.02
5.80d
C114
9.45
2.95
4.20
5.54d
C20
8.63ab
13.91
4.61
7.38
Mean
12.11a
3.03c
6.29b
The highest and lowest mean values are shown in bold and italics respectively for each scion rootstock
combination and overall rootstock response to facilitate interpretation of the scion x rootstock
interactions.
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B. Fruit composition
o
All varieties were harvested at similar maturities with mean TSS values around 25 Brix. The effect of
rootstock on TSS was just significant (p<0.05) but the scion x rootstock interaction was not significant.
o
o
Across the varieties 140 Ruggeri had the highest TSS (25.6 Brix), followed by C113 (25.2 Brix), Ramsey
o
o
o
(25.1 Brix), C20 (24.8 Brix), C112 and C114 (24.7 Brix) while 1103 Paulsen had the lowest TSS (24.2
o
Brix).
There were significant effects of variety, rootstock and the rootstock x scion interaction on juice pH
(Table 5). Despite there being no differences in maturity, Chardonnay juice had a lower pH, than
Cabernet Sauvignon or Shiraz at harvest. The significant rootstock effect showed that 140 Ruggeri,
C112, C113 had the highest pH followed by 1103 Paulsen, C20 and Ramsey with C114 having the lowest
pH. The weak scion x rootstock interaction can be attributed to the high pH of C112 and C113 and low
pH of C20 with Chardonnay; the high and low pH of C20 and Ramsey respectively with Cabernet
Sauvignon and the low pH of Shiraz with C114.
Table 5. Mean pH of 3 scion varieties (Chardonnay, Cabernet Sauvignon and Shiraz) grafted on 4
CSIRO rootstock selections and 3 standard rootstocks over 5 seasons (2013-17). Means followed by
the same letter are not significantly different (p = 0.05). LSD values for the highly significant
(p<0.001) scion, significant (p<0.01) rootstock effects and the significant (p<0.05) scion x rootstock
interaction were 0.04, 0.07 and 0.11 respectively.
Rootstock
Chardonnay
Cabernet
Shiraz
mean
Ramsey
4.04
4.24
4.34
4.21cd
1103 Paulsen
4.02
4.35
4.33
4.23bcd
140 Ruggeri
4.04
4.31a
4.42
4.48
C112
4.38
4.36
4.29abc
4.13
C113
4.33
4.33
4.25abcd
4.10
C114
3.99
4.33
4.21
4.17d
C20
3.91
4.43
4.22cd
4.43
4.02b
4.34a
4.37a
Mean
The highest and lowest mean values are shown in bold and italics respectively for each scion rootstock
combination and overall rootstock response to facilitate interpretation of the scion x rootstock
interactions.
There was a significant effect of variety but not rootstock or the scion x rootstock interaction on the
titratable acidity of juice. Chardonnay juice had highest titratable acidity (4.65 g/L), followed by
Cabernet Sauvignon (3.69 g/L) and Shiraz (3.16 g/L). With respect to organic acids there were significant
effects of both variety and rootstock on juice malate but the scion x rootstock interaction was not
significant. Cabernet Sauvignon had the highest malate (4.64 g/L), followed by Chardonnay (4.40 g/L)
and Shiraz (4.04 g/L). The significant rootstock effect on malate indicated that 140 Ruggeri (4.45 g/L),
1103 Paulsen (4.40 g/L) and C20 (4.38) had the highest malate concentrations; C113 (4.18 g/L) and C112
(4.01g/L) intermediate concentrations and C114 (3.89 g/L) and Ramsey (3.95 g/L) the lowest
concentrations. There was a significant effect of variety on tartrate concentration but effects of
rootstock or the scion x rootstock interaction were not significant. Cabernet Sauvignon (5.55 g/L) had
higher tartrate concentration than Chardonnay (4.97 g/L) or Shiraz (4.95 g/L).
There were significant effects of scion, rootstock and the scion x rootstock interaction on juice YAN
(Table 6). Chardonnay juice had highest and Cabernet Sauvignon the lowest levels of YAN. The
significant rootstock effect shows that 1103 Paulsen had the highest levels of YAN, followed by 140
Ruggeri, C113, C20 and C112 while C114 had the lowest YAN level. The highly significant scion x
rootstock interaction can be attributed to the high juice YAN of Ramsey and C113 grafted with
Chardonnay, the low YAN of Cabernet Sauvignon on Ramsey and the high YAN of Shiraz grafted on C20.
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Table 6. Mean YAN (mg/L) of 3 scion varieties (Chardonnay, Cabernet Sauvignon and Shiraz)
grafted on 4 CSIRO rootstock selections and 3 standard rootstocks over 5 seasons (2013-17).
Means followed by the same letter are not significantly different (p = 0.05). LSD values for the
highly significant (p<0.001) scion, significant (p<0.01) rootstock effects and the highly significant
(p<0.001) scion x rootstock interaction were 16, 25 and 44 respectively.
Rootstock
Chardonnay
Cabernet
Shiraz
mean
Ramsey
156
225
220b
279
1103 Paulsen
230
247a
280
233
140 Ruggeri
270
210
219
233ab
C112
247
199
235
227ab
C113
212
189
232ab
295
C114
233
187
151
190c
C20
221
213
228ab
251
Mean
253a
198c
215b
The highest and lowest mean values are shown in bold and italics respectively for each scion rootstock
combination and overall rootstock response to facilitate interpretation of the scion x rootstock
interactions.
Cabernet Sauvignon had significantly higher levels of berry anthocyanin and phenolics than Shiraz (i.e.
1.0 compared to 0.81 mg/g and 1.48 and 1.21 a.u., respectively). However, the effects of rootstock and
the scion x rootstock interaction on berry anthocyanin or phenolics were not significant (data not
shown).
C. Relationships between growth characteristics and fruit composition
Correlation analyses were conducted for individual scions to identify differences in crop development
contributing to the scion x rootstock interactions reported above. In the case of the low vigour
Chardonnay scion, yield and bunch number were both highly correlated with pruning weight (r = 0.93,
0.90 respectively) across the rootstocks. The main determinant of yield across the rootstock genotypes
was bunch number (r = 0.95). In contrast, with the high vigour scion, Cabernet Sauvignon, pruning
weight was not correlated with yield or crop development variables. Both bunch number (r = 0.99) and
bunch weight (r = 0.89), associated with berries per bunch (r = 0.92), were significant contributors to
yield variability across the rootstock genotypes. Bunch weight was a function of both berry weight (r =
0.76) and berries per bunch (r = 0.99). With the moderately high vigour Shiraz scion, pruning weight
was not correlated with yield or any crop development variable, except berry weight (r = 0.67). Bunch
number (r = 0.95) and to lesser degree berry weight (r = 0.61) were significant contributors to yield
variability across the rootstock genotypes. Bunch weight was positively correlated with berries per
bunch (r = 0.95) and negatively correlated with berry weight (r = ‐0.62).
Correlation analyses were undertaken to explore the effect of rootstock genotype on relationships
between vine growth characteristics and berry juice composition for the different scions. For the low
vigour Chardonnay scion, rootstock pruning weight was positively associated with juice TA (r = 0.67),
malate (r = 0.76) and YAN (r = 0.87). Both yield and bunch number were positively associated with
malate (r = 0.63, 0.62, respectively) and YAN (r = 0.88, 0.91, respectively). Bunch weight was negatively
correlated with TSS (r = ‐0.81) and pH (r = ‐0.65) but positively correlated with TA (r = 0.61). Berry weight
was negatively associated with TSS (r = ‐0.60) and positively associated TA (r = 0.81) and malate (r =
0.62). Berries per bunch was negatively associated with pH (r = ‐0.70) and tartrate (r = ‐0.74). For the
very high vigour scion, Cabernet Sauvignon pruning weight across rootstocks was positively correlated
with TA (r = 0.60) and YAN (r = 0.70). There were no other significant correlations with crop
development variables and fruit composition, an indication that the high inherent vigour of Cabernet
Sauvignon across all rootstocks may be masking effects of individual rootstocks on fruit composition,
including anthocyanins and phenolics. With Shiraz, there were significant impacts of pruning weight on
juice composition as shown by the negative correlations with TSS (r= ‐0.72), pH (r = ‐0.90), malate (r = ‐
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0.76), tartrate (r = ‐0.79) and YAN (r = ‐0.74). Across the rootstock genotypes, yield and bunch number
were negatively correlated with TA (r = ‐0.84 and ‐0.86, respectively) and malate (r = ‐0.69 and 0.63,
respectively). Berry weight correlated negatively with pH (r = ‐0.61) and malate (r = ‐0.87).
3.Discussion
The study was conducted over 5 seasons with mature grafted vines of Chardonnay, Cabernet Sauvignon
and Shiraz grown in a hot irrigated vineyard. It has shown that scion performance and fruit composition
of the major varieties was not consistent across 7 rootstock genotypes, as significant scion x rootstock
interactions were determined. These findings indicate that specific rootstocks will be required to
optimise scion variety performance. The underpinning cause for the interactions were associated with
the large, 3‐fold difference in the inherent vigour of the scion varieties (Table 3). Rives (1971) found
that that both the inherent vigour of the scion (own‐ vigour) and that conferred by the rootstock were
contributing factors’ to yield performance. This study has extended the approach to include not only
yield but also yield components and fruit composition. It has demonstrated significant scion x rootstock
interactions not only for yield, but for bunch number, bunch weight, berry weight, berries per bunch,
pruning weight, Ravaz index, pH and YAN.
Currently, the Australian industry is reliant on rootstocks bred and selected overseas for conditions that
may not be the same as those in Australia (Walker and Clingeleffer 2009). Breeding and selecting new
locally adapted rootstocks offers the potential to have a positive impact on vine performance and wine
quality while addressing the issues of sustainability and risk management. This study has shown that the
phylloxera and nematode resistant CSIRO selections offer alternatives to existing commercial rootstock
varieties. In the context of this study, the 7 rootstocks could be classified into 3 conferred vigour
categories based on mean pruning weight, with C114, Ramsey and C112 having high vigour; C113 and
1103 Paulsen, moderate vigour; and 140 Ruggeri and C20, low vigour. However, the significant scion by
rootstock interaction shows that care must be taken in using general vigour classifications, a view
supported by Lefort and Legisle (1977), based on their studies with young grafted vines. For example,
highest vigour was recorded by C113 with Chardonnay; by Ramsey and C112 with Cabernet Sauvignon
and by C112 and C114 with Shiraz. C20 rootstock consistently produced low vigour. The vigour of 140
Ruggeri was also low with both Cabernet Sauvignon and Shiraz. Santarosa et al. (2016) found that the
scion x rootstock interaction for vegetative growth of Cabernet Sauvignon and Merlot was associated
with differences in the vascular systems, specifically xylem vessel size. The results of this study are
consistent with the results of Tandonnet et al. (2010), who demonstrated in pot studies that the scion
had a significant effect on root growth and biomass allocation. It is possible that the relative low vigour
of 140 Ruggeri, and to a lesser degree 1103 Paulsen, may be due to breakdown in resistance to root
knot nematodes in the replant situation (Smith et al. 2017).
The significant, scion x rootstock interaction for yield, provides evidence that different rootstocks may
be required for each scion to maximize productivity. For example with the low vigour Chardonnay,
Ramsey, 1103 Paulsen and C113 were most productive whereas C20 was least productive. In contrast,
with the very high vigour Cabernet Sauvignon, Ramsey, C113, C114 and C20 produced the highest yield
while 1103 Paulsen, 140 Ruggeri and C112 were the least productive. The most productive rootstocks
with Shiraz were Ramsey and C114 while 1103 Paulsen and C113 were least productive. These
responses can be attributed to differences in crop development across the rootstocks for the different
scions. In the case of the low vigour Chardonnay, bunch number, which was strongly linked with
conferred vigour, was the main driver of yield. In contrast, with the higher vigour scion varieties
Cabernet Sauvignon and Shiraz, conferred vigour was not correlated with yield. With Cabernet
Sauvignon, bunch number and bunch weight both contributed to yield variability across the rootstocks.
With Shiraz, bunch number and to lesser degree berry weight (r = 0.61) were significant contributors to
yield variability across the rootstock genotypes. Further detailed studies of crop development including
assessment of retained nodes, budburst, shoot fruitfulness, inflorescence flower number and % fruit set
are required to further elucidate the different varietal responses. It is likely shading, associated with the
high vigour of Cabernet Sauvignon and Shiraz may have contributed to reduced shoot fruitfulness as
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shown for Sultana (May 1965; May and Antcliff 1963) and that the use of larger, more open trellis may
have produced higher bunch numbers and potentially yield for these varieties (Clingeleffer 2009;
Kliewer and Dookoozlian 2005; May et al. 1976).
The Ravaz Index (yield/pruning weight), often referred to as vine balance, provides surrogate estimates
for carbon assimilation efficiency and water use efficiency based on total assimilation and transpiration
by the canopy with pruning weight used as an indicator of canopy size (Clingeleffer et al. 2011). Kliewer
and Dookloozian (2005) found that the Ravaz Index generally ranged from 5‐10 across varieties.
Wooldridge et al. 2010 showed that wine quality of Chardonnay and Pinot Noir was inversely
proportional to pruning weight but positively correlated with the Ravaz Index. In this study, vigour of the
scion variety had a stronger impact than rootstock on the Ravaz Index. The very low values (mean 3.3)
for Cabernet Sauvignon were well below the desirable values between 8 and 10 determined by
Dookloozlian et al. (2011) to optimise wine quality attributes for that variety. In this study, the low yield
and high vigour of Cabernet Sauvignon contributed to the very low Ravaz Index, indicative of reduced
carbon assimilation efficiency and low water use efficiency. In contrast, Chardonnay with a high Ravaz
Index (mean 12.1) associated with its high yield and low inherent vigour, had increased carbon
assimilation and water use efficiency and was capable of easily maturing the large crop. The Ravaz
Index value of Shiraz (6.3) which fell between that of Cabernet Sauvignon and Chardonnay was close to
the optimum described by Dookloozlian et al. (2011).
While the results for Ravaz Index were
dominated by the inherent scion vigour, the results also provide evidence of potential to select
rootstocks with enhanced carbon assimilation and water use efficiency. In this study C20 rootstock
consistently had a high Ravaz Index with all scions. The weak scion x rootstock interaction for the Ravaz
Index indicates inconsistencies in the combined yield and vigour responses for the different scions. For
example, Ravaz Index values were lowest for Chardonnay with C113 and C114, for Cabernet Sauvignon
with 1103 Paulsen and C112 and for Shiraz, with 140 Ruggeri and C20. These results suggest that
individual scion/rootstock combinations may require specific irrigation, pruning or canopy management
to optimise the relationship between yield and pruning weight. In this study, mechanical hedging was
imposed in the last 2 seasons. Comparing the results from different seasons, the preliminary results
indicate that the lighter pruning treatment has enhanced vine balance with shifts in the Ravaz Index for
Cabernet Sauvignon from 2.81 to 4.21 and for Shiraz from 4.87 to 8.21.
Over the 5 seasons, the individual scion varieties were harvested with similar levels of maturity (i.e. 25
Brix) across the rootstocks, indicating that maturity can be eliminated as a source of variability in
assessing the effects of scion x rootstock interactions on fruit composition. The significant effect of
rootstock on TSS (24.2 ‐ 25.2 oBrix) indicates some potential to select rootstocks for early maturity (140
o
Ruggeri and C113) or to delay ripening (1103 Paulsen), although the difference of 1.0 Brix is unlikely to
be of practical significance to industry (i.e. less than one week).
o
Commercial experiences and research results have shown that the widely adopted high vigour,
nematode tolerant rootstock varieties contribute to negative impacts on wine quality associated with
high potassium uptake, high pH and malate levels, which require tartaric acid supplements in
winemaking for pH adjustment, and reduced colour in berries and poor spectral properties in red wine
(Walker and Clingeleffer, 2009, 2016). Rootstocks with low potassium uptake offer a solution to
problems of high juice and wine pH and associated negative impacts on wine quality (Clingeleffer 1996;
Walker and Clingeleffer 2009, 2016). While juice potassium was not measured in this study, the results
indicate potentials to manipulate fruit composition using rootstocks with significant effects on pH (4.17‐
4.31), malate (4.45 ‐ 3.95 g/L) and YAN (189‐251 mg/L). However effects of rootstock were not
significant for titratable acidity, tartrate and for the red varieties, berry anthocyanin or phenolic
substances. This result was unexpected as other studies in the same region have reported rootstock
effects on these parameters (Clingeleffer 1996; Ruhl et al. 1988; Walker and Clingeleffer 2009; Walker et
al. 1998).
Effects of rootstock on pH have been reported in similar environments previously with high pH linked to
high vigour and high potassium uptake (Clingeleffer 1996; Hale and Brien 1978; Ruhl et al. 1988; Walker
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and Clingeleffer 2009; Walker et al. 1998). The overall low juice pH of low the vigour C20 rootstock is
consistent with such results. However, the low pH of the high vigour rootstock C114 was unexpected
suggesting it could be a useful high vigour rootstock to enhance fruit composition compared to high
vigour rootstocks such as Ramsey. However, other factors such as the weak, but significant scion x
rootstock interaction; the confounding effects of the significant effect of rootstock on TSS and vine
conferred vigour and growth characteristics must also be considered in assessing the rootstock effects
on pH. In particular, it should be noted that C20 and Ramsey had the highest and lowest pH respectively
with the high vigour Cabernet Sauvignon. The effects of growth characteristics on pH varied with the
scion variety. With the low vigour Chardonnay, pH was positively linked to bunch weight and berries per
bunch. With the very high vigour Cabernet Sauvignon growth characteristics were not associated with
pH suggesting that expected rootstock effects were masked by the effect of excessive shade (Hale and
Brien 1978; Smart et al. 1985). In contrast, with the moderately high vigour Shiraz, pH was negatively
linked to pruning weight and berry weight. This unexpected result can be explained at least in part by
the confounding effect of rootstock on maturity as there was a high highly significant correlation
between TSS and pH (p=0.82), a relationship not found with the other scion varieties. The confounding
effect of TSS, although significant only with Shiraz indicates that detailed studies of changes in fruit
composition during ripening, as undertaken by Walker and Read (2000) are required to fully understand
rootstock effects on composition.
The effects of rootstock on malate were consistent across scions despite large differences in inherent
vigour with 140 Ruggeri, 1103 Paulsen and C20 having the highest malate concentrations and C114 and
Ramsey the lowest concentrations. This result was unexpected, based on previous studies linking high
vigour and excessive shade with high malate concentrations (Hale and Brien 1978; Walker and
Clingeleffer 2009). Unlike pH, the effects of rootstock on malate concentration were not linked to fruit
maturity for any variety. While the effects of rootstock on malate concentration were consistent across
rootstocks, the relationship between pH and malate appeared to be dependent on inherent scion
vigour. With Chardonnay there was no relationship between pH and malate whereas with Cabernet
Sauvignon (r = 0.93) and Shiraz (r = 0.74) the relationships were strong. Measurement of juice
potassium and its links to pH and malate concentrations (Clingeleffer, 1996; Walker and Clingeleffer
2016; Ruhl 1989) would provide further insights into these responses.
All rootstocks produced acceptable concentrations of YAN required for successful fermentation (i.e. >
150 mg/L). However, the significant scion x rootstock interaction indicates that YAN juice
concentrations of C114 may be an issue with Shiraz, and to a lesser degree with Cabernet Sauvignon. For
all varieties YAN was strongly linked to rootstock conferred vigour and for Chardonnay, with yield and
bunch number, again highlighting the importance of scion variety in assessment of rootstock effects on
fruit composition. In this case, Chardonnay and Cabernet Sauvignon had the highest and lowest YAN,
respectively. For all varieties YAN was strongly correlated with juice malate concentration and for both
red varieties, with pH. Further study of the impacts of both scion and rootstocks on plant nitrogen
status and linkages with fruit composition is required. For example, with Shiraz grafted on 60 different
rootstocks Clingeleffer (2000) demonstrated strong correlations between juice N and pH (r=0.78), TA
(0.80) and K (0.82). Ough et al. 1968 showed that nitrogen and free amino content of wines could be
influenced by rootstock. Habran et al. (2016) in studies with grafted Cabernet Sauvignon and Pinot Noir
found that YAN, primary metabolites, particularly malate and amino acid content, and secondary
metabolites were impacted by scion, rootstock and nitrogen supply.
In conclusion this study has shown that scion performance and fruit composition of the major varieties
was not consistent across 7 rootstock genotypes, as significant scion x rootstock interactions were
determined. These findings indicate that specific rootstocks will be required to optimise scion variety
performance and fruit composition. The study has also shown that the new CSIRO rootstock selections,
covering a range of conferred vigour classifications, may be useful alternatives to those currently grown.
These results suggest that individual scion/rootstock combinations may require specific irrigation,
pruning or canopy management to optimise the relationship between yield and pruning weight and
optimise fruit and potentially wine composition.
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Acknowledgements : The authors wish to acknowledge the input of Arryn Clarke, CSIRO Irymple farm
manager for routine maintenance of the trial and coordination of berry sampling and harvest. Wine
Australia and CSIRO provided funding for this study.
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